November 7, 2019
An Update on Merrill’s Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients
The Diamond Podcast for Financial AdvisorsAbout this episode
In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss the Merrill Lynch enhanced CTP and what it means for all Merrill advisors going forward.